Turning Success Into Peace of Mind
We serve a limited number of financially-established families, primarily in South Orange County, California to help them navigate the “what’s next” in life. It’s why each Optivest advisor is truly specialized in serving the unique needs of clients in differing life, wealth and family situations.
“We are often referred into new relationships after a major liquidity event, which necessitates an upgraded investment counsel.”
“For women in leadership approaching retirement, our goal is to provide coaching to build confidence, knowledge and independence.”
“Our focus is on helping our clients reach their financial goals and dreams through integrity and a genuine care for their well‑being.”
If you have investible assets in excess of seven or eight figures, join us for a complimentary discovery meeting to determine whether you are being well-served by your current firm. Hopefully, we can confirm you are on track to fulfill your values and reach your goals. If needed, we’ll suggest ways in which your wealth planning can improve, even if that means recommending another provider to best fit your needs and situations.